COMPASS FINANCIAL MANAGEMENT LLC’s Cummins CMI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Buy	+504	New	+$332K	0.04%	330

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CMI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Cummins (CMI) in Q2 2026: 504 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #330 among its holdings.

1,644 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 504 shares of Cummins worth $344K as of Q2 2026.
Cummins was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Cummins made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #330 holding.
1,644 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.